Atlantic Edge Private Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,680 shares of PRFZ stock, worth $115,936. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,680
Previous 445
502.25%
Holding current value
$115,936
Previous $18.5 Million
503.11%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
292Shares Held
42.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$871 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$111 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.5 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55.3 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.9 Million0.02% of portfolio